Kubera provides a web-based personal balance-sheet and portfolio tracking service for bringing different asset accounts into one view. Its official materials describe support for financial institutions, investment accounts, cryptocurrency wallets and exchanges, and other asset categories such as real estate, vehicles, and precious metals. Users can organize linked portfolios and view holdings across accounts; the service is designed for tracking and reporting rather than acting as a broker or custodian. Available connections, data refresh methods, and supported asset types depend on providers and account configuration, so customers should check Kubera’s current help and security information before connecting accounts.
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